Hurco Companies, Inc.· HURC

🇺🇸 US · MicroBroad USNASDAQ

Industrials Industrial - Machinery Website

Price: $21.73
Day: -1.45%
Mkt Cap: $140.73M
52W Range: $14.50 – $24.49
Volume: 17.8K
Beta: 0.72

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 2 of 3 components
Institutions Q2 2026: 59 institutions hold; 29 added, 17 reduced

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Hurco Companies, Inc.

HURC|Industrials|Industrial - Machinery

Current price: $22

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2025

0.0x

vs own 6-quarter average

Seller breadth · Q3 2025

0 sellers

vs 0.5 avg per quarter

Institutional net breadth · Q2 2026

+18

38 adding vs 20 reducing

Institutional ownership · Q2 2026

67.7%

59 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

OPPENHEIMER & CLOSE, LLC

460.2K

+0.7%

BRANDES INVESTMENT PARTNERS, LP

417.5K

-29.4%

BROOKLANDS FUND MANAGEMENT LTD

354.1K

flat

DIMENSIONAL FUND ADVISORS LP

316.2K

-8.8%

AMERIPRISE FINANCIAL INC

305.2K

+12.6%

PEAPOD LANE CAPITAL LLC

264.8K

+8.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

9 buying78 unchanged12 selling

99 funds held HURC in Q2 2026, holding 2.1M shares between them, down 2.2% on the quarter.

Largest fund holders

VANGUARD INDEX FUNDS249.3K sh

BERTOLET CAPITAL TRUST106.6K sh

DIAMOND HILL FUNDS64.7K sh

Notable Insider Transactions, Q3 2025

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 7

Polar Asset Management Partners Inc.

$546.8K

Sale · Oct 8

Polar Asset Management Partners Inc.

$436.8K

Sale · Feb 13

Polar Asset Management Partners Inc.

$102.1K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore HURC on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

HURC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+30

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for HURC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, HURC

Top 5 highest-value insider trades from the last 8 quarters

Polar Asset Management Partners Inc.

10% Owner

Sell

24,300 shares at $22.50

≈2.9% of their stake at the time

Oct 7, 2024$546.75K

Polar Asset Management Partners Inc.

10% Owner

Sell

20,363 shares at $21.45

≈2.5% of their stake at the time

Oct 8, 2024$436.79K

Polar Asset Management Partners Inc.

10% Owner

Sell

4,510 shares at $22.63

≈0.6% of their stake at the time

Feb 13, 2025$102.06K

Polar Asset Management Partners Inc.

10% Owner

Sell

3,395 shares at $22.62

≈0.4% of their stake at the time

Feb 18, 2025$76.79K

Polar Asset Management Partners Inc.

10% Owner

Sell

3,093 shares at $22.60

≈0.4% of their stake at the time

Feb 14, 2025$69.90K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for HURC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

67.7% institutional ownership

Moderate accumulation: 38 adding vs 20 reducing

13F share count essentially flat

+18

Net breadth

38 adding vs 20 reducing

Accumulating

1.90

Add / reduce ratio

in Q2 2026

New − closed

9 initiated, 3 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+38 growing-20 shrinkingNet: +18

New (9)

Increased (29)

Reduced (17)

Closed (3)

Top Institutional Holders, HURC

Largest 8 institutional positions by ownership percentage as of Q2 2026

OPPENHEIMER & CLOSE, LLC

460.2K

$10.5M

Ownership

7.14%

+0.7%

BRANDES INVESTMENT PARTNERS, LP

417.5K

$9.6M

Ownership

6.47%

-29.4%

BROOKLANDS FUND MANAGEMENT LTD

354.1K

$7.8M

Ownership

5.49%

No change

DIMENSIONAL FUND ADVISORS LP

316.2K

$7.2M

Ownership

4.90%

-8.8%

AMERIPRISE FINANCIAL INC

305.2K

$7.0M

Ownership

4.73%

+12.6%

PEAPOD LANE CAPITAL LLC

264.8K

$6.1M

Ownership

4.11%

+8.1%

VANGUARD CAPITAL MANAGEMENT LLC

259.9K

$6.0M

Ownership

4.03%

+1.9%

MEROS INVESTMENT MANAGEMENT, LP

211.3K

$4.8M

Ownership

3.28%

-0.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 99 ETFs and mutual funds reporting

9 buying12 sellingNet: -3

Buying (9)

Unchanged (78)

Selling (12)

In total, funds bought 29.9K shares and sold 75.8K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

99 ETFs and mutual funds reporting

12 funds selling vs 9 buying

Top Fund Holders, HURC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD INDEX FUNDS

249.3K

Weight

0.05%

Jun 30, 2026Decreased

BERTOLET CAPITAL TRUST

106.6K

Weight

54.30%

Jun 30, 2026No change

DIAMOND HILL FUNDS

64.7K

Weight

0.06%

Jun 30, 2026Increased

SPDR SERIES TRUST

40.9K

Weight

0.20%

Jul 31, 2026No change

FORUM FUNDS

6.0K

Weight

28.13%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

5.2K

Weight

0.00%

Jul 31, 2026No change

Brighthouse Funds Trust I

5.2K

Weight

0.00%

Jun 30, 2026No change

PACIFIC SELECT FUND

4.1K

Weight

0.00%

Jun 30, 2026No change

Hurco Companies, Inc.· HURC

Holdings Analysis

Insider Trading Activity

1.3Transaction History111Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings54Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History111Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings54Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights